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SA
Sovran Advisors Portfolio holdings
AUM
$1.27B
1-Year Est. Return
18.6%
This Fund
S&P 500
1 Year Est. Return
+18.6%
AUM
$1.18B
AUM Growth
+$45.3M
(+4%)
Holding
582
Top Buys
| 1 | +$7.14M | |
| 2 | +$6M | |
| 3 | +$5.41M | |
| 4 |
USAR
USA Rare Earth Inc
USAR
|
+$5.08M |
| 5 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
+$3.82M |
Top Sells
| 1 | +$11.2M | |
| 2 | +$4.07M | |
| 3 | +$3.37M | |
| 4 |
Amplify CWP Enhanced Dividend Income ETF
DIVO
|
+$3.24M |
| 5 |
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
|
+$3.13M |
Sector Composition
| 1 | Technology | 11.45% |
| 2 | Financials | 4.01% |
| 3 | Communication Services | 3.03% |
| 4 | Consumer Discretionary | 2.65% |
| 5 | Healthcare | 2.37% |
